FP
Fiduciary Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-478
| Closed | -$57K | – | 262 |
|
|
2020
Q4 | $57K | Sell |
478
-66,205
| -99% | -$7.89M | 0.08% | 76 |
|
|
2020
Q3 | $7.87M | Sell |
66,683
-23,704
| -26% | -$2.8M | 12.98% | 1 |
|
|
2020
Q2 | $10.8M | Buy |
+90,387
| New | +$10.8M | 23.78% | 1 |
|
|
2020
Q1 | – | Sell |
-91,619
| Closed | -$10.4M | – | 37 |
|
|
2019
Q4 | $10.4M | Buy |
+91,619
| New | +$10.4M | 9.65% | 3 |
|